Sanofi Shares Slide 4.5% to 52-Week Low After CEO Paul Hudson Ousted

SNYSNY

Sanofi shares fell 4.5% premarket to near a 52-week low after the board ousted CEO Paul Hudson, naming Belén Garijo as successor. Q4 2025 revenue for Dupixent rose 32.2% to €4.2 billion while vaccine sales dropped 2.5% to €2.0 billion.

1. Leadership Transition

Sanofi’s board decided not to renew Paul Hudson’s mandate, setting his last day as CEO for February 17. Belén Garijo will take the helm after the Annual General Meeting on April 29 to boost strategic rigor and innovation in R&D.

2. Pipeline Performance

In Q4 2025, Dupixent sales climbed 32.2% to €4.2 billion, driven by immunology demand, while vaccine revenue declined 2.5% to €2.0 billion. The approaching loss of exclusivity for Dupixent and ongoing vaccine headwinds pose challenges for future growth.

3. Market Reaction and Technicals

Shares dropped to the lower end of a €44.62–€60.12 trading range, trading 1.1% below the 20-day SMA and 4% below the 100-day SMA. The stock is down 12.9% over the past year and is positioned closer to its 52-week low than its high.

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